Among active 13F managers last quarter, 6 opened and 27 added, while 7 reduced; the largest holder to move was Avos Capital Management, LLC (+114%).
89 tracked 13F filers disclose a position in LTPZ as of the latest SEC 13F filings, a combined $238.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Central Trust Co | 750K | $38.3M | ▲+5.1% Added · +37K sh | Q1 2026 | |
| 2 | MAI Capital Management | 532K | $27.0M | ▲New +532K sh | Q2 2026 | |
| 3 | Wells Fargo & Company | 486K | $24.8M | ▲+21% Added · +85K sh | Q1 2026 | |
| 4 | Avos Capital Management, LLC | 319K | $16.2M | ▲+114% Added · +170K sh | Q2 2026 | |
| 5 | Altfest L J & Co Inc | 284K | $14.4M | ▲+3.4% Added · +9K sh | Q2 2026 | |
| 6 | Northern Trust Corp | 237K | $12.1M | ▼−18% Reduced · −51K sh | Q1 2026 | |
| 7 | Mid-American Wealth Advisory Group, Inc. | 171K | $8.7M | ▼−11% Reduced · −21K sh | Q2 2026 | |
| 8 | Sovran Advisors, LLC | 163K | $7.9M | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | 162K | $8.2M | ▲+11% Added · +16K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 121K | $6.2M | ▲+64% Added · +48K sh | Q1 2026 | |
| 11 | Yoder Wealth Management, Inc. | 118K | $6.0M | ▲+4.4% Added · +5K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | 99K | $5.1M | ▲New +99K sh | Q1 2026 | |
| 13 | Lloyd Advisory Services, LLC. | 81K | $4.1M | ▲43× Added · +79K sh | Q2 2026 | |
| 14 | Balanced Rock Investment Advisors LLC | 75K | $3.8M | ▲+22% Added · +13K sh | Q2 2026 | |
| 15 | Tortoise Investment Management, LLC | 71K | $3.6M | ▲+16% Added · +10K sh | Q2 2026 | |
| 16 | Hirtle & Co., LLC | 68K | $3.5M | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 17 | Ares Financial Consulting, LLC | 68K | $3.5M | ▲+19% Added · +11K sh | Q2 2026 | |
| 18 | AE Wealth Management LLC | 64K | $3.3M | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 19 | Ancora Advisors LLC | 55K | $2.8M | ▲+0.6% Added · +341 sh | Q2 2026 | |
| 20 | UBS Group AG | 55K | $2.8M | ▲+25% Added · +11K sh | Q1 2026 | |
| 21 | Morgan Stanley | 50K | $2.6M | ▲+1.6% Added · +818 sh | Q1 2026 | |
| 22 | Focus Financial Network, Inc. | 48K | $2.5M | ▲+0.5% Added · +242 sh | Q1 2026 | |
| 23 | Fiduciary Financial Advisors | 42K | $2.1M | ▲New +42K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 39K | $2.0M | ▲+82% Added · +18K sh | Q1 2026 | |
| 25 | Citadel Advisors LLC | 39K | $2.0M | ▲Added Added · +39K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in LTPZ and 27 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 46 funds | $31.0B |
| Microsoft CorpMSFT | 45 funds | $26.3B |
| Alphabet Inc-CL AGOOGL | 45 funds | $15.1B |
| Alphabet Inc-CL CGOOG | 45 funds | $10.3B |
| Vanguard Total Stock MKT ETFVTI | 45 funds | $977.0M |
| Nvidia CorpNVDA | 44 funds | $39.1B |
| JPMorgan Chase & CoJPM | 44 funds | $6.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 44 funds | $5.4B |
| Vanguard S&P 500 ETFVOO | 44 funds | $2.1B |
| Amazon.com IncAMZN | 43 funds | $19.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $2.3B |
| Ishares Core S&P 500 ETFIVV | 42 funds | $16.1B |
Ranked by how many of LTPZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LTPZ.
| Class | 13F holders | Value held |
|---|---|---|
| MINTcs | 698 funds | $11.2B |
| PYLDmc | 642 funds | $11.1B |
| BONDmc | 501 funds | $6.2B |
| MUNIcs | 418 funds | $2.2B |
| HYSmc | 245 funds | $847.9M |
| SMMUcs | 189 funds | $828.4M |
| CORPmc | 181 funds | $1.3B |
| LDURmc | 172 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LTPZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LTPZ/capital-change-brief"
Use Arkolith's capital_change_brief for LTPZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LTPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.